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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,338 | $106,524+226.1% | $152,301+128.1% | $87,485+297.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.53% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $31,072 | $3,371+821.7% | $4,624+571.9% | $2,596+1096.8% |
| Participant deferral / active EE | $9,671 | $6,525+48.2% | $8,004+20.8% | $4,274+126.3% |
| Admin fee / account holder | $20,247 | $8,287+144.3% | $14,398+40.6% | $7,775+160.4% |